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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,431 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.72% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,287 | $4,804-52.4% | $4,554-49.8% | $4,156-45.0% |
| Participant deferral / active EE | $6,127 | $8,216-25.4% | $7,897-22.4% | $6,407-4.4% |
| Admin fee / account holder | $662 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |